Learn About and Implement Agentforce Engagement

Whether you’re setting up an agent for the first time or simply wanting to know more about Agentforce Engagement, this learning map offers a clear path toward success. Consider bookmarking this page.

Note The Agentforce Lead Nurturing name has changed to Agentforce Engagement. The new name better describes the work the agent does to nurture existing prospects and differentiates it from the Agentforce Lead Generation agent template.

Icon representing a starting point in a journey

What is Agentforce Engagement?

Help icon Agentforce Engagement Overview

Video icon Scale Your Sales Funnel with Agentforce Engagement

Presentation icon Presentation: Understanding and Implementing Agentforce Engagement

Trailhead icon Trailhead: Agentforce for Sales: Quick Look

Gear icon representing how Agentforce Engagement can help your business

How Can it Help Me?

Video icon Customer Story: Precina Health

Video icon Customer Story: VTT Research

Video icon Customer Story: Salesforce on Salesforce

Gear icon representing how Agentforce Engagement works

How Does it Work?

Presentation icon Presentation: Understanding and Implementing Agentforce Engagement

Trailhead icon Trailhead: Agentforce for Sales: Quick Look

Help icon How a Agentforce Engagement Agent Processes Leads

Wrench icon representing setting up Agentforce Engagement

Set Up Agentforce Engagement

Help icon Setup Steps

Help icon Permissions Needed

Help icon Agentforce Engagement Considerations

Trailhead icon Trailhead: Agents for Customer Engagement at Scale

Trailhead icon Trailhead: Agentforce Engagement Setup and Customization

Presentation icon Presentation: Understanding and Implementing Agentforce Engagement

Wrench icon representing testing Agentforce Engagement

Test Your Agent

Help icon Testing Agentforce Engagement with Agent Builder Preview

Help icon Batch Test Agentforce Engagement Actions and Email with Testing Center

Help icon Troubleshoot Agentforce Engagement Email

Gear icon representing working with Agentforce Engagement

Work with Your Agent

Help icon Assign Prospects to an Engagement Agent Manually

Help icon Assign Prospects to an Engagement Agent with Automated Actions

Help icon Monitor Engagement Agent Activity in Control Center

Help icon Monitor Engagement Agent Activity with Agent Analytics (Beta)

Help icon Troubleshoot Agentforce Engagement Email

Wrench icon representing customizing Agentforce Engagement

Customize with Subagents and Actions

Trailhead icon Trailhead: Agent Actions Quick Start

Trailhead icon Trailhead: Introduction to Agentforce Builder

Help icon Engagement Agent Subagents, Actions, and Prompt Templates

Wrench icon representing customizing Agentforce Engagement

Customize with Prompts

Trailhead icon Trailhead: Prompt Builder Quick Look

Trailhead icon Trailhead: Prompt Builder Basics

Trailhead icon Trailhead: Prompt Fundamentals

Binocular icon representing customizing Agentforce Engagement

Customize with Flows

Trailhead icon Trailhead: Agent Customization with Flows

Trailhead icon Trailhead: Build Flows with Flow Builder

Trailhead icon Trailhead: Data 360 in Flows